OCTOBER 21 + 22, 2020
VIRTUAL FORUM
Presenting Sponsors
Associate Sponsors
Overview
————————————————————————-
ADB Insights is launching the Ontario Estates Forum in October, 2020, the second in a national series. The forum will be held virtually on Whova - a virtual event platform. By being virtual, it offers speakers and participants a unique and engaging way to connect with the broader estate planning ecosystem in an innovative format.
Ontario is unique. It has a rapidly expanding population, is on the edge of the largest intergenerational transfer of wealth in history and it has a large number of high-net-worth individuals and families based in - and relocating to - the province. This leads to both opportunities and challenges when it comes to estate planning, management and execution.
The purpose of the Ontario Estates Forum is to shine a light on the key contexts, drivers, challenges and opportunities for professional advisors in the province’s estate planning ecosystem. In light of the economic and social impact from COVID-19, it will present a picture of what it means for assets and businesses underpinning individual estates and for the advisors involved with managing them. The evolving role of innovation in the estates ecosystem - another key driver - will also be covered. And - finally - the forum will provide an opportunity for members of the estate planning ecosystem to engage with each other.
STRUCTURE & Accreditation
————————————————————————-
Online Forum over 2 afternoons - October 21st, 22nd between 1-5pm, hosted on Whova, a virtual events platform.
8 x sessions (panel discussion format) of 50 minutes each, 3-4 speakers per panel
Presentations from subject matter experts on areas related to the key themes of the forum.
Accreditation Details.Financial Planners: Ontario Estates Forum qualifies for 7 FP Canada-Approved CE Credits
Insurance Specialists: Ontario Estates Forum qualifies for 6.5 hours of CE credits from The Institute/Advocis
Lawyers: CPD (Law Society of Ontario). This program contains 3 hours of Professionalism Content. Additionally, this program is eligible for up to 4 Substantive Hours.
Accountants: can register attendance as verifiable CPD credits.
Accredited by:
PANEL THEMES
————————————————————————-
Setting the Scene: Managing Complexity in Estate Planning.
Digitization and wills: a new paradigm emerges.
The evolving role of wealth managers in estate planning.
Litigation, regulation and estate planning.
Estate planning in the digital age.
The evolving role of trusts in estate planning.
The estates sector and innovation in a disruptive era.
Insurance and estate planning.
AGENDA
————————————————————————-
Day 1: Wednesday, October 21st, 2020
Setting the Scene: Managing Complexity in Estate Planning. (1:00-2:00 PM)
The planning and transfer of estates is an increasingly complex process, with a number of key drivers at play. These include a massive generational transfer of wealth, a large number of high value estates in Ontario and more complex estates (including complex corporate structures, assets held internationally and families based in multiple jurisdictions). The impact of COVID-19 on the provincial, national and the global economy and society is also affecting the estate planning process. In our opening panel, our presenters will analyze the context and key drivers when it comes to the estate process: coordination, planning and execution.
Shruthi Raman, Counsel, Loopstra Nixon
Vivek Swaminathan, Senior Tax Accountant, WBM Partners
Guido Camaiani, Portfolio Manager, Mandeville Private Client
Presenting Sponsor:
————————————————————————-
Digitization and wills: a new paradigm emerges. (2:05-3:05 PM)
The impact of COVID-19 has been significant for the estate planning sector and a core area of focus has been on electronic wills. In April, Ontario became the first Canadian jurisdiction to allow virtual witnessing of wills under its emergency order. Other provinces and jurisdictions have followed suit. Beyond virtual witnessing, multiple innovations are emerging as key drivers of change for electronic wills. These include tools that enable the online creation of wills by both consumers and their advisors well as digital repositories to register, store and search them. Here, our speakers will review the key trends, opportunities and challenges when it comes to wills and digitization.
Pia Hundal, Partner, Miller Thomson
Patrick Hartford, CEO, NoticeConnect
Arin Klug, Co-Founder, Epilogue Wills
Kimberley Martin, Director, Worrall Moss Martin Lawyers (Australia), (Author of: Technology + Wills: The Dawn of New Era)
Chair: Christine Dobby, Corporate Law Reporter, The Globe and Mail
Presenting Sponsor:
————————————————————————-
The evolving role of wealth managers in estate planning. (3:10-4:10 PM)
The role of wealth managers in estate planning - specifically in terms of how assets are managed, grown and ultimately transferred - is evolving. Wealth managers are no longer just focused on investing, they also are playing an increasingly central role when it comes to managing all facets of the estate planning process (including distributing work to other professionals). Technology is another driver of change - with new platforms emerging to better support wealth managers’ workflows as well as the rise of more disruptive forces such as robo advisors. In this session, our panelists will review this evolution of the wealth manager’s role, the tools available to them and what it means for the estate planning ecosystem.
Darren Coleman, Senior Vice President + Portfolio Manager, Raymond James
Jennifer Aubertin, Portfolio Manager & Wealth Advisor, RBC Wealth Management
Sara Adami-Johnson, Director, BMO Wealth Planning
Jim Pelot, Planner and Wealth Strategist, Stonebrooke Wealth Management
Chair: James Fraser, Co-Founder, planworth
Presenting Sponsor:
————————————————————————-
Litigation, regulation and estate planning. (4:15 -5:15 PM)
From a legal perspective, litigation and regulation are key considerations when it comes to estate planning. An estate ending in litigation is a common issue faced in the succession and estate distribution process. In terms of regulation, the Succession Law Reform Act provides the core legal context for estate planning and transfer in Ontario. Here, our panel will review what litigators look for when an estate litigation file comes to them, the common issues and solutions that arise in estate litigation and the areas that other professionals in the estate planning ecosystem should be aware of to best advise their clients (and protect the ultimate beneficiaries of estates). And they will review key areas professionals should be aware of when it comes to the Succession Law Reform Act.
Kimberly Whaley, Founding Partner, Whaley Estate Litigation Partners
Kim Gale, Founder + Partner, Gale Law
Elena Mamay, Associate, Borden Ladner Gervais
Charles Ticker, Estate Litigator & Mediator, Charles Ticker Law Office
Chair: Krista Simon, Partner, Hammerberg Lawyers
————————————————————————-
Day 2: Thursday, October 22nd, 2020
Estate planning in the digital age. (1:00-2:00 PM)
As the world rapidly digitizes, so does estate planning. Here, we’ll look at different contexts when it comes to digitization and estate planning. What do estate planning professionals need to be aware of in terms of digital assets, passwords and account access during an estate transfer process? What platforms are available to them to assist with making this process more efficient and enable value added solutions to be offered to clients? And, what are the broader implications for an increasingly digitized society and the estate planning ecosystem?
Sharon Hartung, Founder, Your Digital Undertaker
Demetre Vasilounis, Associate, Fasken
Lee Poskanzer, CEO, Directive Communications Systems
J Gaston Siri, CEO, SideDrawer
Chair: Jason Moyse, Director, Autologyx
Presenting Sponsor:
————————————————————————-
The evolving role of trusts in estate planning. (2:05 -3:05 PM)
Here, our panel will review the evolving role of trusts in estate planning. What they are; the benefits and potential downsides of using trusts; the differences between types of trusts; tax and financial implications and how trusts fit into estate planning strategies They will also review the key roles and responsibilities played by trustees during the estate planning process.
Tracey Woo, Vice-President, Professional Practice & Tax, RBC Wealth Management (Royal Trust)
Maureen Berry, Partner, Fasken
Shona Stone, Head of Investment Products & Services, UBS Bank (Canada)
Chantal Copithorn, Partner, Family Business Services, PwC
Chair: Tarsem Basraon, Co-Founder, planworth
—————————————————————————-
The estates sector and innovation in a disruptive era. (3:10 -4:10 PM)
As digitization across society and business accelerates, so does the need for the estates sector to innovate. At its core, estate planning, administration and distribution requires professionals from multiple disciplines to collaborate on complex matters. For end users – the estate process, coordination, planning and execution is often seen as opaque, slow and primarily analogue. This creates opportunities for agents and drivers of change. In this session, our speakers will focus on the challenges and opportunities faced by estate professionals and their clients when it comes to collaboration and the efficient resolution of estates matters. In addition, they'll look at how new approaches and the emergence of technology driven platforms can help create a positive end user experience (for both professionals and consumers).
Jordan Atin, Counsel, Hull & Hull
Erin Bury, CEO + Co-Founder, Willful
Scott Binns, Partner, Richter
Ari Brodje, Founder + CEO, Estateably
Chair: Lena Koke, CEO and Co-Founder, Axess Law
—————————————————————————-
Insurance and estate planning. (4:15 -5:15 PM)
Insurance plays an important role in the estate planning process. It provides a set of tools to protect an estate’s value through estate preservation and maximisation, supports tax management strategies, provides liquidity and others. Here, our panel will outline the value and benefits of insurance and strategies available in the estate planning process. They will also review the role of insurance advisors in the estate planning ecosystem
Presentation: Alaeddine Jabri, Lead Client Consultant, Longevity Achieved
Brian Scott, Founder + Principal, Scott Insurance
Anna Khan, Senior Advisory Consultant, Longevity Achieved
Jessica Kemp, President, Kemp Financial Group
Herb Huck, VP, Advanced Markets, BMO Life Assurance Company
Chair: Laurent Munier, Partner and Financial Security Adviser, Safe Pacific Financial Inc.
Presenting Sponsor:
Questions?
Contact the event organizer by email for speaking and sponsorship opportunities: